Scholastic (SCHL) Investor presentation summary

Company overview and market position

• Global leader in children's book publishing and distribution, with a 100+ year legacy and operations in over 135 countries.

• Vertically integrated model combines bestselling publishing, proprietary school channels, and award-winning media.

• Trusted brand with a mission to inspire children to read and learn, supporting literacy and education worldwide.

• Expands reach through book fairs, clubs, trade publishing, entertainment, and education segments.

• Addresses the growing literacy crisis with high-impact resources for schools and communities.

Key operating segments and financials

• Children's Book Group generated $964M in FY25, led by Book Fairs ($613M) and Trade Publishing ($351M).

• Education segment delivered $310M in FY25, focusing on science-based literacy solutions and diversified funding.

• International segment contributed $280M, with strong presence in major English-speaking markets and over 135 countries.

• Entertainment segment produced $61M, leveraging IP across film, TV, and digital platforms, with expanded production via 9 Story Media Group.

• Fiscal 2025 revenue was $1.59B, with adjusted EBITDA of $145M.

Strategic initiatives and growth drivers

• Leveraging integrated Children's Book Group to drive cross-channel demand and operational efficiency.

• Expanding Book Fairs through new formats and increased event frequency.

• Repositioning Education with a focused portfolio and improved cost structure.

• Growing Entertainment pipeline and digital reach to enhance IP monetization.

• Disciplined capital allocation and cost management to support shareholder returns.